In late May, we wrote about liquidity across the four structures that commonly deliver private market investments to clients: capital call funds, evergreen funds, interval funds, and 1940 Act mutual funds. That article struck a chord. Several people reached out to say it helped clarify why these vehicles behave so differently from traditional stocks, bonds, […]
A high-net-worth woman has often done something remarkable. She has built, inherited, grown, or carefully stewarded significant wealth — sometimes through entrepreneurship, professional success, family transitions, or years of thoughtful decision-making. Whether you are a business owner preparing for a future transition, a professional at the height of your career, or a woman managing wealth […]
You’ve spent a lifetime building something meaningful — not just a portfolio, but a set of values, a family story, and a vision for what you hope your legacy will look like. And yet, for many high-net-worth families, the most important part of estate planning never makes it onto paper. The conversation. According to Fidelity’s […]
Artificial intelligence is no longer a futuristic concept—it is embedded in how we shop, communicate, and increasingly, how we manage money. From robo-advisors to AI-powered budgeting apps, technology is reshaping the financial planning landscape at a remarkable pace. With that rapid integration comes both exciting opportunity and real risk, particularly when it comes to something […]
Financial independence for women is more than a number on a balance sheet. It requires a focused plan centered on impact and legacy. But its power is only fully realized when it flows with intention — especially through life’s most complex pivot points. Divorce, a business exit, retirement, the loss of a spouse, growing a […]
At the end of March, I was a panelist at the With Intelligence Wealth Partnership Spring Retreat in Washington, DC — an invitation-only gathering of some of the country’s sharpest allocators, family offices, RIA professionals, and asset managers. The conversations were refreshingly direct. No sales pitches. Just honest talk about where private markets are heading, […]
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will ever create are often built in separate conversations, with separate advisors, at separate times. That can be a problem. Exit planning — the process of preparing a business for sale or transition — and estate […]
A View from Four Blocks Away On the morning of September 11, 2001, I was working on the floor of the New York Stock Exchange — four blocks from the World Trade Center. It was a clear, stunning September morning in a city that felt invincible. In the days and weeks that followed, as the […]
Planning for the Family You Actually Have Families rarely fit into one neat box — and that’s especially true today. Estate planning for blended families, single parents, unmarried couples, grandparents raising grandchildren, and other non-traditional family structures is more common than ever. My own family recently grew in a non-traditional and wonderful way. However, while families have evolved, many financial and […]
Being wealthy on paper doesn’t always mean having access to cash when you need it — a reality often described as being asset rich, cash poor. For business owners who haven’t yet exited their company, families with generational wealth concentrated in real estate, or investors holding significant stakes in private equity, high net worth and low liquidity can coexist — and that […]
